Preservation Tr For Historic St Helenas Church Inc
Preservation Trust for Historic St. Helena's Church maintains robust assets and minimal expenses, indicating strong financial stewardship.
EIN: 200779465 · Beaufort, SC · NTEE: X11 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $443K |
| Total Expenses | $117K |
| Program Spending | 90% |
| Net Assets | $6.4M |
| Transparency Score | 95/100 |
Is Preservation Tr For Historic St Helenas Church Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Preservation Tr For Historic St Helenas Church Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Preservation Tr For Historic St Helenas Church Inc
Preservation Tr For Historic St Helenas Church Inc (EIN: 200779465) is a nonprofit organization based in Beaufort, SC, classified under NTEE code X11. The organization reported total revenue of $443K and total assets of $7.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Preservation Tr For Historic St Helenas Church Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Preservation Tr For Historic St Helenas Church Inc is a small nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 13.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $215K |
| Total Expenses | $117K |
| Surplus / Deficit | +$98K |
| Total Assets | $6.4M |
| Net Assets | $6.4M |
| Operating Margin | 45.4% |
| Months of Reserves | 658.1 months |
Financial Health Grade: A
In 2023, Preservation Tr For Historic St Helenas Church Inc reported a surplus of $98K with revenue exceeding expenses, holds 658.1 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Preservation Tr For Historic St Helenas Church Inc's revenue has grown at a compound annual growth rate (CAGR) of 13.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +14.4% | +33.1% | +15.4% |
| 2022 | -76.6% | +679.1% | -18.1% |
| 2021 | +233.9% | -94.9% | +14.8% |
| 2020 | -12.6% | +3050.1% | +19.4% |
| 2019 | -77.7% | -65.1% | +24.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1700 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Preservation Tr For Historic St Helenas Church Inc with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Preservation Tr For Historic St Helenas Church Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $98K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating a volunteer-led organization, which significantly reduces administrative overhead and maximizes resources for its mission.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Preservation Tr For Historic St Helenas Church Inc:
- Exceptional financial health with consistently growing assets, reaching $7,493,537.
- Extremely low operating expenses relative to revenue, indicating high efficiency (e.g., $11,315 expenses on $801,318 revenue in 2021).
- Zero reported liabilities across all filing periods, demonstrating strong financial management.
- No officer compensation reported, suggesting a volunteer-driven leadership and minimal administrative overhead.
- Consistent IRS 990 filings, indicating good transparency and compliance.
Frequently Asked Questions about Preservation Tr For Historic St Helenas Church Inc
Is Preservation Tr For Historic St Helenas Church Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Preservation Tr For Historic St Helenas Church Inc (EIN: 200779465) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Preservation Tr For Historic St Helenas Church Inc spend its money?
Preservation Tr For Historic St Helenas Church Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Preservation Tr For Historic St Helenas Church Inc tax-deductible?
Preservation Tr For Historic St Helenas Church Inc is registered as a tax-exempt nonprofit (EIN: 200779465). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Preservation Tr For Historic St Helenas Church Inc's spending goes to programs?
Preservation Tr For Historic St Helenas Church Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Preservation Tr For Historic St Helenas Church Inc compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Preservation Tr For Historic St Helenas Church Inc is above average for NTEE category X11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Preservation Tr For Historic St Helenas Church Inc located?
Preservation Tr For Historic St Helenas Church Inc is headquartered in Beaufort, South Carolina and files with the IRS under EIN 200779465. It is classified under NTEE code X11.
How many years of IRS 990 filings does Preservation Tr For Historic St Helenas Church Inc have?
Preservation Tr For Historic St Helenas Church Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $443K in total revenue.
How does the organization manage to operate with such low expenses relative to its revenue?
The organization likely relies heavily on volunteer efforts for its operations and leadership, as indicated by 0% officer compensation. This significantly reduces personnel costs, allowing a larger portion of revenue to be retained or directly applied to its mission.
What specific preservation projects or activities are funded by the organization?
While the provided data indicates strong financial health and low expenses, it does not detail specific preservation projects. Further review of the full IRS 990 forms or the organization's website would be necessary to understand its programmatic activities.
Given the substantial assets, what is the organization's long-term financial strategy?
The consistent growth in assets, reaching over $7.4 million, suggests a strategy focused on building an endowment or reserve for long-term sustainability and future preservation needs. The low expense profile allows for significant asset accumulation.
Filing History
IRS 990 filing history for Preservation Tr For Historic St Helenas Church Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Preservation Tr For Historic St Helenas Church Inc's revenue has grown by 347.9%, moving from $48K to $215K. Total assets increased by 181.6% over the same period, from $2.3M to $6.4M. Total functional expenses rose by 135.3%, from $50K to $117K. In its most recent filing year (2023), Preservation Tr For Historic St Helenas Church Inc reported a surplus of $98K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $215K | $117K | $6.4M | $0 | — | — |
| 2022 | $188K | $88K | $5.6M | $0 | — | View 990 |
| 2021 | $801K | $11K | $6.8M | $0 | — | — |
| 2020 | $240K | $220K | $5.9M | $0 | — | — |
| 2019 | $275K | $7K | $5.0M | $0 | — | View 990 |
| 2018 | $1.2M | $20K | $4.0M | $0 | — | View 990 |
| 2017 | $120K | $16K | $4.3M | $0 | — | View 990 |
| 2016 | $139K | $15K | $3.8M | $0 | — | View 990 |
| 2015 | $573K | $56K | $3.4M | $0 | — | View 990 |
| 2014 | $184K | $121K | $3.2M | $0 | — | View 990 |
| 2013 | $146K | $45K | $3.1M | $0 | — | View 990 |
| 2012 | $92K | $21K | $2.6M | $0 | — | View 990 |
| 2011 | $48K | $50K | $2.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $215K, expenses of $117K, and assets of $6.4M (revenue +14.4% year-over-year).
- 2022: Revenue of $188K, expenses of $88K, and assets of $5.6M (revenue -76.6% year-over-year).
- 2021: Revenue of $801K, expenses of $11K, and assets of $6.8M (revenue +233.9% year-over-year).
- 2020: Revenue of $240K, expenses of $220K, and assets of $5.9M (revenue -12.6% year-over-year).
- 2019: Revenue of $275K, expenses of $7K, and assets of $5.0M (revenue -77.7% year-over-year).
- 2018: Revenue of $1.2M, expenses of $20K, and assets of $4.0M (revenue +926.6% year-over-year).
- 2017: Revenue of $120K, expenses of $16K, and assets of $4.3M (revenue -13.8% year-over-year).
- 2016: Revenue of $139K, expenses of $15K, and assets of $3.8M (revenue -75.8% year-over-year).
- 2015: Revenue of $573K, expenses of $56K, and assets of $3.4M (revenue +211.6% year-over-year).
- 2014: Revenue of $184K, expenses of $121K, and assets of $3.2M (revenue +25.7% year-over-year).
- 2013: Revenue of $146K, expenses of $45K, and assets of $3.1M (revenue +58.5% year-over-year).
- 2012: Revenue of $92K, expenses of $21K, and assets of $2.6M (revenue +92.4% year-over-year).
- 2011: Revenue of $48K, expenses of $50K, and assets of $2.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Preservation Tr For Historic St Helenas Church Inc:
Data Sources and Methodology
This transparency report for Preservation Tr For Historic St Helenas Church Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.